Table of Contents


  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

Reviewing a Hierarchy Task

Reviewing a Hierarchy Task

Review the proposed changes to a hierarchy by marking the changes that you want to accept and reject, and then performing a task action.
  1. In the Task Manager, select a task that is a request to review an edited hierarchy.
    The record opens in the review panel of the Task Manager.
    If you open an unassigned task, be sure to claim it before you start work.
  2. Optionally, review the task details, comments, attachments.
    1. Click the
      tab, and then review the comments.
    2. Click
      Task Details
    3. Review the details of the task, such as the priority and due date.
    4. Download attachments in the
      File Attachments
    5. Click
  3. Review the changes in the hierarchy.
  4. To accept or reject the proposed changes, click the appropriate icon beside the change:
    Accept icon
    Accept the proposed change to the hierarchy.
    Reject icon
    Reject the proposed change to the hierarchy.
    By default, all changes are mark as accepted.
  5. To resolve the task, click an appropriate action button, or click
    More Actions
    and select one of the following actions:
    If you think the proposed changes that you accepted and rejected are acceptable, click
    . The ActiveVOS Server marks the related people activity as completed and performs the next activity in the process.
    If you think the proposed changes are no longer needed, click
    . The ActiveVOS Server closes the task.
    If you want to send the proposed changes back for further review, click
    . The ActiveVOS Server marks the related people activity as completed and sends the task back to the requester. The task displays the proposed changes that you marked as accept and reject.
    To return the task to the pool of unassigned tasks, click
    and type an explanation in the
    box. Someone with the same role needs to take action on the task.


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